With over 20 years’ experience in financial services and banking I am able to offer wide ranging professional advice on investment planning, retirement planning, inheritance tax planning and other areas. A more comprehensive explanation of the services offered is detailed in the services section of this website. Please take time to see what I can offer.
My focus is to listen and understand my client’s financial priorities and then help them to build, manage and protect their wealth as an individual, a family or business by providing a comprehensive range of wealth management solutions. I try to provide solutions to client’s financial issues in a practical way using common sense and plain English.
In this fast moving world it is more important than it has ever been to work with a trusted adviser to help you with your financial priorities, to develop an action plan, implement it and review progress. This is an integrated approach and may involve other professionals. I am confident that however simple or complex your situation is that St. James's Place have the skills and experience to provide an effective solution for you.
The key benefits of the services I can provide are as follows:-
I would welcome the opportunity to meet with you or a friend to discuss, without obligation how my services could help you now or in the future.
The flagstone platform has made our cash management vastly easier. Previously we had a couple of savings accounts, rotating each year to find better rates but this was painful to manage and spread cash between a limited number of banks. With flagstone I can spread our cash across multiple banks in a...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.